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How to generate a Married Filing Jointly vs. Married Filing Separately comparison in ProConnect Tax

SOLVEDby IntuitProConnect Tax49Updated August 27, 2021

To generate a MFJ vs MFS comparison worksheet:

  1. Go to the Input Return tab.
  2. Select General from the left menu.
  3. Select Client Information.
  4. From the Filing Status dropdown, select 2=Married filing joint.
  5. Select the box MFJ vs MFS Comparison.
  6. Using the primary input screens for income and deductions, indicate items that are Taxpayer, Spouse, or Joint.
  7. Community property rules will be applied based on the taxpayer's resident state. To override this:
    • Go to General > Misc. Info/Direct Deposit.
    • Make an entry in Apply community property rules: 1=no, 2=yes​.

There is currently no feature to split an MFJ return into two MFS returns in ProConnect Tax.

Related topics

Community property states and the MFJ / MFS worksheet
MFJ / MFS Worksheet home office deduction splits fully to taxpayer or spouse
Generating Form 8958 Allocation of Tax Amounts

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